SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 942 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $274 | -18.0% | 5,782 | -14.7% | 0.02% | -17.4% |
| Q1 2024 | $334 | +26.5% | 6,775 | +21.1% | 0.02% | +15.0% |
| Q4 2023 | $264 | +1.9% | 5,594 | -5.4% | 0.02% | 0.0% |
| Q2 2023 | $259 | +3.2% | 5,915 | -1.1% | 0.02% | 0.0% |
| Q1 2023 | $251 | -9.1% | 5,982 | -12.2% | 0.02% | -16.7% |
| Q4 2022 | $276 | -99.9% | 6,814 | +3.4% | 0.02% | 0.0% |
| Q3 2022 | $249,000 | -15.9% | 6,591 | -13.2% | 0.02% | -7.7% |
| Q2 2022 | $296,000 | -8.1% | 7,596 | +11.8% | 0.03% | +4.0% |
| Q1 2022 | $322,000 | -2.4% | 6,796 | +111.1% | 0.02% | -3.8% |
| Q4 2021 | $330,000 | -2.1% | 3,220 | -4.4% | 0.03% | -7.1% |
| Q3 2021 | $337,000 | -12.7% | 3,368 | -9.1% | 0.03% | -12.5% |
| Q2 2021 | $386,000 | -1.0% | 3,707 | -5.2% | 0.03% | -3.0% |
| Q1 2021 | $390,000 | +6.8% | 3,912 | -4.7% | 0.03% | -5.7% |
| Q4 2020 | $365,000 | +26.3% | 4,103 | -3.1% | 0.04% | +2.9% |
| Q3 2020 | $289,000 | -8.3% | 4,236 | -12.2% | 0.03% | -12.8% |
| Q2 2020 | $315,000 | +6.4% | 4,826 | -15.9% | 0.04% | -11.4% |
| Q1 2020 | $296,000 | -30.7% | 5,738 | +1.6% | 0.04% | -17.0% |
| Q4 2019 | $427,000 | +15.1% | 5,648 | +6.2% | 0.05% | +3.9% |
| Q3 2019 | $371,000 | +66.4% | 5,317 | +81.9% | 0.05% | +54.5% |
| Q3 2018 | $223,000 | – | 2,923 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Filbrandt Wealth Management, LLC | 374,051 | $24,441,000 | 19.47% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 170,384 | $11,133,000 | 12.93% |
| Strategic Financial Planning, Inc. | 167,381 | $10,937,000 | 12.18% |
| MONEYWISE, INC. | 213,638 | $13,959,000 | 11.18% |
| APPLETON GROUP, LLC | 138,536 | $9,052,000 | 10.90% |
| Marcum Wealth, LLC | 474,002 | $30,971,000 | 9.53% |
| Financial Advisors, LLC | 244,345 | $15,965,000 | 8.90% |
| Mokosak Advisory Group, LLC | 202,751 | $13,254,000 | 8.09% |
| MARSHALL FINANCIAL GROUP INC /ADV | 157,711 | $10,305,000 | 6.84% |
| Charles Schwab Investment Advisory, Inc. | 40,688,542 | $2,658,589,000 | 6.70% |